# How to Create a Learnership using Master Data

In this section you will learn how to create a Learnership by using the following steps:

<div id="bkmrk-create-unit-standard">- Create Unit standards
- Create Training Interventions and link Unit Standards
- Create Programmes and link Training Interventions
- Create Qualification and link Programmes
- Create a Learnership and link Qualification

</div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Learnership Master Data Mind Map

[![image-1616937231836.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/z0THng65dtme4ZFU-image-1616937231836.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/z0THng65dtme4ZFU-image-1616937231836.png)

## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>How to Work with Unit Standards

<div data-step-uuid="0a1e8776-47bc-4c55-a979-efaa76ee68d7" id="bkmrk--0"><div data-step-uuid="0a1e8776-47bc-4c55-a979-efaa76ee68d7"><div>![How to Work with Unit Standards](https://media.screensteps.com/image_assets/assets/000/576/008/original/77f864f2-ef3e-4ec3-9404-e7537a903b30.png)</div><div></div></div></div>**HOW DID I GET HERE?**

System Administration | System Administration | Database | Standards

### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Unit Standard List Screen

[![image-1616937242997.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/gn0ja1yXSC1Byl3D-image-1616937242997.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/gn0ja1yXSC1Byl3D-image-1616937242997.png)

<div data-step-uuid="0a1e8776-47bc-4c55-a979-efaa76ee68d7" id="bkmrk--2"><div data-step-uuid="0a1e8776-47bc-4c55-a979-efaa76ee68d7"><div data-step-uuid="e12d34e7-cda3-4612-8df9-a7e70b15bdd9"><div></div></div></div></div>The **Unit Standard List Screen** shows a list of Unit Standards.

<div data-step-uuid="0a1e8776-47bc-4c55-a979-efaa76ee68d7" id="bkmrk-add%2C-edit-and-delete"><div data-step-uuid="0a1e8776-47bc-4c55-a979-efaa76ee68d7"><div data-step-uuid="e12d34e7-cda3-4612-8df9-a7e70b15bdd9"><div>- Add, Edit and Delete functionality exists in order to maintain Unit Standards.
- The System Administrator is responsible to maintain the Unit Standards catalogue.

</div></div><div data-step-uuid="fd0de81f-c20d-4e08-a335-a2303aca9770"></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Unit Standard Details Screen

<div data-step-uuid="0a1e8776-47bc-4c55-a979-efaa76ee68d7" id="bkmrk--3"><div data-step-uuid="0a1e8776-47bc-4c55-a979-efaa76ee68d7"><div data-step-uuid="fd0de81f-c20d-4e08-a335-a2303aca9770"><div>![Unit Standard Details Screen](https://media.screensteps.com/image_assets/assets/000/576/029/original/b1757dd7-2da9-446b-a1a3-ea3e29dda044.png)</div><div></div></div></div></div>Note on the following when adding or editing the Unit Standards:

<div data-step-uuid="0a1e8776-47bc-4c55-a979-efaa76ee68d7" id="bkmrk-the-accuracy-of-the%C2%A0"><div data-step-uuid="fd0de81f-c20d-4e08-a335-a2303aca9770"><div>- The accuracy of the **credits** field is important, because this field will be used to calculate the total credits (to be earned/completed) for programmes and learnerships.
- Training Intervention Sync Mode should be "Do not create/update learner record"

</div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>How to Work with Training Interventions

<div data-step-uuid="5af5d093-e9b6-4914-acf5-39a58f9839df" id="bkmrk--4"><div data-step-uuid="5af5d093-e9b6-4914-acf5-39a58f9839df"><div>![How to Work with Training Interventions](https://media.screensteps.com/image_assets/assets/000/576/049/original/e5623c06-bdc4-49b5-9ac4-9d6beef06b16.png)</div><div></div></div></div>**HOW DID I GET HERE?**

System Administration | System Administration | Database | Training Interventions

### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Training Intervention List Screen

[![image-1616937273240.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/W1OsU2jlsKMW2A0Y-image-1616937273240.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/W1OsU2jlsKMW2A0Y-image-1616937273240.png)

<div data-step-uuid="5af5d093-e9b6-4914-acf5-39a58f9839df" id="bkmrk-training-interventio-0"><div data-step-uuid="5af5d093-e9b6-4914-acf5-39a58f9839df"><div data-step-uuid="d89b78a5-305b-4125-80c9-10cb6c104bd9"><div>Training interventions will represent any activities for which events or learner records should be created e.g. formal theoretical training session and POE submission. A descriptive naming convention should be followed for example “WRMO/L2/58206 - LEARNING 1 Theoretical Training” or "WRMO/L2/58206 - LEARNING 1 POE”.</div></div></div></div>The **Training Intervention List Screen** shows a list of Training Interventions.

<div data-step-uuid="5af5d093-e9b6-4914-acf5-39a58f9839df" id="bkmrk-add-and-edit-functio"><div data-step-uuid="5af5d093-e9b6-4914-acf5-39a58f9839df"><div data-step-uuid="d89b78a5-305b-4125-80c9-10cb6c104bd9"><div>- Add and Edit functionality exists in order to maintain the Training Interventions.
- The System Administrator is responsible to manage and maintain the Training Intervention catalogue.

</div></div><div data-step-uuid="21927ad6-f2a6-47dc-9998-cabd0c24db88"></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Training Intervention Detail Screen

<div data-step-uuid="5af5d093-e9b6-4914-acf5-39a58f9839df" id="bkmrk--6"><div data-step-uuid="5af5d093-e9b6-4914-acf5-39a58f9839df"><div data-step-uuid="21927ad6-f2a6-47dc-9998-cabd0c24db88"><div>![Training Intervention Detail Screen](https://media.screensteps.com/image_assets/assets/000/576/013/original/7fdfd3e7-a87d-4d88-aeee-8a2c47943cf6.png)</div><div></div></div></div></div>Note on the following when adding or editing the Training Interventions:

<div data-step-uuid="5af5d093-e9b6-4914-acf5-39a58f9839df" id="bkmrk-all-the-mandatory-fi"><div data-step-uuid="5af5d093-e9b6-4914-acf5-39a58f9839df"><div data-step-uuid="21927ad6-f2a6-47dc-9998-cabd0c24db88"><div>- All the mandatory fields are marked with an asterisk(\*).
- It is important to note that the Pathway Step Type field on the intervention have to be defined as “Classroom” for all the Theoretical Training Interventions. The classroom interventions will be used in the "Create Events" procedure, later in the learnership management process.
- The intervention credits field will only be used in reporting by the Learnership Module, only the unit standard credits will be used in credits calculations.
- Tick the Mentor Manual Update check box for training interventions that should not be included in the automated procedure to assign the Line Manager as a Mentor on the Training Interventions. (A classroom intervention will be marked, because it will not be mentored by the Line Manager)
- Check the "Add to Learner Record" check box.

</div></div><div data-step-uuid="ad313848-02f6-42f7-baad-b5b253c2e41e"></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Link Unit Standards to Training Interventions

<div data-step-uuid="5af5d093-e9b6-4914-acf5-39a58f9839df" id="bkmrk--7"><div data-step-uuid="5af5d093-e9b6-4914-acf5-39a58f9839df"><div data-step-uuid="ad313848-02f6-42f7-baad-b5b253c2e41e"><div>![](https://media.screensteps.com/image_assets/assets/000/576/004/original/4391c0f4-59bd-4ba9-913b-5ab8f2608436.png)</div><div></div></div></div></div>Link the predefined unit standards to the training interventions using the “Link Unit Standards” tab.

## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>How to Work with Programmes

<div data-step-uuid="e0f75807-da43-4244-a2c9-9d5656b3790f" id="bkmrk--8"><div data-step-uuid="e0f75807-da43-4244-a2c9-9d5656b3790f"><div>![How to Work with Programmes](https://media.screensteps.com/image_assets/assets/000/576/043/original/5e764caf-ec9c-4d7d-a333-93037839a44a.png)</div><div></div></div></div>**HOW DID I GET HERE?**

System Administration | System Administration | Database | Programmes

### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Programmes List Screen

[![image-1616937295951.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/HKCBCt9oncEPDSAi-image-1616937295951.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/HKCBCt9oncEPDSAi-image-1616937295951.png)

<div data-step-uuid="e0f75807-da43-4244-a2c9-9d5656b3790f" id="bkmrk--10"><div data-step-uuid="e0f75807-da43-4244-a2c9-9d5656b3790f"><div data-step-uuid="2b9ede0a-042f-4c67-a025-f7ee08c9f868"><div></div></div></div></div>The **Programmes List Screen** shows a list of Programmes which consists of a number of Training Interventions.

<div data-step-uuid="e0f75807-da43-4244-a2c9-9d5656b3790f" id="bkmrk-add%2C-edit-and-delete-0"><div data-step-uuid="e0f75807-da43-4244-a2c9-9d5656b3790f"><div data-step-uuid="2b9ede0a-042f-4c67-a025-f7ee08c9f868"><div>- Add, Edit and Delete functionality exists in order to maintain the Programmes.
- The System Administrator is responsible to manage and maintain the Training Programmes catalogue.

</div></div><div data-step-uuid="04047ba0-8424-4016-ac32-d5c9f36d94b3"></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Programme Detail Screen

<div data-step-uuid="e0f75807-da43-4244-a2c9-9d5656b3790f" id="bkmrk--11"><div data-step-uuid="e0f75807-da43-4244-a2c9-9d5656b3790f"><div data-step-uuid="04047ba0-8424-4016-ac32-d5c9f36d94b3"><div>![](https://media.screensteps.com/image_assets/assets/000/576/023/original/075f3c4e-5f96-4347-8a2e-6bbaf99b65b6.png)</div></div><div data-step-uuid="557dc301-2692-4fa4-bb99-a312dc98b94d"></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Link Training Interventions to Programmes

[![image-1616937308654.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/ymNjdUQceYsk8Gjc-image-1616937308654.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/ymNjdUQceYsk8Gjc-image-1616937308654.png)

<div data-step-uuid="e0f75807-da43-4244-a2c9-9d5656b3790f" id="bkmrk--13"><div data-step-uuid="e0f75807-da43-4244-a2c9-9d5656b3790f"><div data-step-uuid="557dc301-2692-4fa4-bb99-a312dc98b94d"><div></div></div></div></div>Link the predefined Training Interventions to the Programmes using the “Link Training” tab.

## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>How to Work with Qualifications

<div data-step-uuid="be4417a9-9393-4b42-b6f2-87e047cfd7c4" id="bkmrk--14"><div data-step-uuid="be4417a9-9393-4b42-b6f2-87e047cfd7c4"><div>![How to Work with Qualifications](https://media.screensteps.com/image_assets/assets/000/576/041/original/f0df4ce2-7bf0-400c-bf7c-a59acaaafe79.png)</div><div></div></div></div>**HOW DID I GET HERE?**

System Administration | System Administration | Database | Qualifications

### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Qualifications List Screen

[![image-1616937324408.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/NFd4XOQNKr6d1AeE-image-1616937324408.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/NFd4XOQNKr6d1AeE-image-1616937324408.png)

<div data-step-uuid="be4417a9-9393-4b42-b6f2-87e047cfd7c4" id="bkmrk--16"><div data-step-uuid="be4417a9-9393-4b42-b6f2-87e047cfd7c4"><div data-step-uuid="9f47f7a0-70fa-4011-9a98-0e8793a195c8"><div></div></div></div></div>The **Qualifications List Screen** shows a list of Qualifications.

<div data-step-uuid="be4417a9-9393-4b42-b6f2-87e047cfd7c4" id="bkmrk-add%2C-edit-and-delete-1"><div data-step-uuid="be4417a9-9393-4b42-b6f2-87e047cfd7c4"><div data-step-uuid="9f47f7a0-70fa-4011-9a98-0e8793a195c8"><div>- Add, Edit and Delete functionality exists in order to maintain the Qualifications.
- The System Administrator is responsible to manage and maintain the Qualifications catalogue.

</div></div><div data-step-uuid="54b72f87-e08d-40ab-a80d-49d82e2e5f83"></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Qualifications Detail Screen

<div data-step-uuid="be4417a9-9393-4b42-b6f2-87e047cfd7c4" id="bkmrk--17"><div data-step-uuid="be4417a9-9393-4b42-b6f2-87e047cfd7c4"><div data-step-uuid="54b72f87-e08d-40ab-a80d-49d82e2e5f83"><div>![Qualifications Detail Screen](https://media.screensteps.com/image_assets/assets/000/576/011/original/53aa0dcf-aab5-477a-91ef-22ebf3d81000.png)</div><div></div></div></div></div>The important fields to be entered on the Qualification screen are shown above.

Note: Skills Programme Synchronisation Mode should be set to "Automatically update the status of an existing learner record if all conditions are met".

### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Link Programmes to Qualifications

<div data-step-uuid="be4417a9-9393-4b42-b6f2-87e047cfd7c4" id="bkmrk--18"><div data-step-uuid="be4417a9-9393-4b42-b6f2-87e047cfd7c4"><div data-step-uuid="86da77d8-fbf9-4469-8448-408e73d41563"><div>![Link Programmes to Qualifications](https://media.screensteps.com/image_assets/assets/000/576/039/original/9b3e9505-2670-42f7-bbec-7388e271fc91.png)</div><div></div></div></div></div>Link the predefined Programmes to the Qualification by using the “Link Programmes” tab.

## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>How to Link a Qualification to a Learnership

<div data-step-uuid="aa7c6c8b-2553-4892-b050-99a38e58a548" id="bkmrk--19"><div data-step-uuid="aa7c6c8b-2553-4892-b050-99a38e58a548"><div>![How to Link a Qualification to a Learnership](https://media.screensteps.com/image_assets/assets/000/576/006/original/01a21e4a-6413-4c1d-b59d-39f6daef2740.png)</div><div></div></div></div>**HOW DID I GET HERE?**

System Administration | System Administration | Database | Learnerships

### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Learnerships List Screen

<div data-step-uuid="aa7c6c8b-2553-4892-b050-99a38e58a548" id="bkmrk--20"><div data-step-uuid="aa7c6c8b-2553-4892-b050-99a38e58a548"><div data-step-uuid="e0e82642-a50b-4a6c-a4fa-3aa06f614a5e"><div>![Learnerships List Screen](https://media.screensteps.com/image_assets/assets/000/576/002/original/6b26d7ef-3c3b-4947-8893-ba01c1638ece.png)</div><div></div></div></div></div>The Learnerships **List Screen** shows a list of Learnerships.

<div data-step-uuid="aa7c6c8b-2553-4892-b050-99a38e58a548" id="bkmrk-add%2C-edit-and-delete-2"><div data-step-uuid="aa7c6c8b-2553-4892-b050-99a38e58a548"><div data-step-uuid="e0e82642-a50b-4a6c-a4fa-3aa06f614a5e"><div>- Add, Edit and Delete functionality exists in order to maintain the Learnerships catalogue.
- The System Administrator is responsible to manage and maintain the Learnerships catalogue.

</div></div><div data-step-uuid="4d802d60-5071-4f49-9c76-8311f60619f8"></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Learnerships Detail Screen

<div data-step-uuid="aa7c6c8b-2553-4892-b050-99a38e58a548" id="bkmrk--21"><div data-step-uuid="aa7c6c8b-2553-4892-b050-99a38e58a548"><div data-step-uuid="4d802d60-5071-4f49-9c76-8311f60619f8"><div>![Learnerships Detail Screen](https://media.screensteps.com/image_assets/assets/000/576/034/original/cd1d970f-2af2-416c-b464-9b0e6dbe3de6.png)</div><div></div></div></div></div>Enter the related fields and link an existing Qualification.